+94.2%
DOCU vs LEN
-17.6%
+111.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -0.5% |
| 7D | -4.8% | +0.6% | -5.4% | -5.0% |
| 30D | +9.4% | +19.4% | -10.0% | +5.2% |
| 3M | +29.0% | +4.5% | +24.5% | +27.3% |
| 6M | +62.3% | +4.9% | +57.4% | +59.5% |
| YTD | +13.7% | -8.9% | +22.6% | +13.8% |
| 1Y | +11.5% | -23.0% | +34.5% | +17.3% |
| 3Y | +94.2% | -16.7% | +110.9% | +62.8% |
| All | +94.2% | -17.6% | +111.8% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling